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Latest analysis and research on investment strategies, market trends, and the future of finance.

Featured Analysis

Beyond Modern Portfolio Theory: How Portfolio Construction Has Evolved

January 15, 2024 • 12 min read

The 70-year-old framework that still dominates investing is showing its age. Here's what's replacing it and how modern portfolios are being constructed today.

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Financial Data Visualization

The Hidden Cost of Fund Fees: A 20-Year Analysis

December 15, 2023 • 8 min read

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AI Pattern Recognition

How AI is Transforming Investment Strategy Discovery

December 1, 2023 • 6 min read

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Decoding Berkshire: What Buffett's Actions Really Reveal

November 15, 2023 • 10 min read

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The Case for Fee Transparency

November 5, 2023 • 5 min read

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Tax-Loss Harvesting: The Reality Behind the Hype

December 10, 2023 • 10 min read

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The Mutual Fund Tax Bomb: How to Avoid It

November 28, 2023 • 7 min read

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Research & Development

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